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TEXAS WEALTH MANAGEMENT, LLC

EIN 81-3199600-investment banking-Latest filing 2025
Plans
1
Retirement
1
$6.0M assets
Welfare
0
Participants
7
18333 EGRET BAY BLVD, STE 600 - HOUSTON, TX 77058281-333-3800texaswealthmanagement.comLinkedIn11-50 employeesinvestment banking
Plans on this EIN
1 filing
#001401k-$6.0M - 7 part

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Retirement#001

TEXAS WEALTH MANAGEMENT, LLC 401(K) PLAN

401k

Assets$6.0M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TEXAS WEALTH MANAGEMENT, LLC 401(K) PLAN401k$6.0M72025
Retirement plans
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